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Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $276,540 | $154,228+79.3% | $145,433+90.1% | $137,256+101.5% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 20.71% | 74.59%-53.9pp | 66.58%-45.9pp | 220.34%-199.6pp |
| Employer contribution / active EE | $6,000 | $4,804+24.9% | $4,554+31.7% | $4,156+44.4% |
| Participant deferral / active EE | $4,844 | $8,216-41.0% | $7,897-38.7% | $6,407-24.4% |
| Admin fee / account holder | $0 | $14,344-100.0% | $13,129-100.0% | $12,270-100.0% |